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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,746 | $49,249-3.1% | $70,476-32.3% | $79,852-40.2% |
| Participation rate | 82.1% | 69.2%+12.9pp | 75.1%+7.0pp | 69.6%+12.4pp |
| Annual return | 6.20% | 30.09%-23.9pp | 109.12%-102.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $2,309 | $2,100+10.0% | $2,738-15.6% | $2,471-6.5% |
| Participant deferral / active EE | $1,871 | $2,769-32.4% | $3,710-49.6% | $3,740-50.0% |
| Admin fee / account holder | $734 | $2,878-74.5% | $3,847-80.9% | $5,306-86.2% |